Case Study: Cartwheel Foundation achieves operational excellence and faster budgeting with Oracle NetSuite ERP

NetSuite Vaults Cartwheel Foundation Toward Operational Excellence

Cartwheel Foundation, Inc. is a small Philippine nonprofit that supports education and capacity building for indigenous communities. After 16 years of growth, its reliance on Excel and index cards for donor and program tracking led to duplicate, outdated records and slow budget reviews, limiting its ability to scale.

With a NetSuite ERP donation and help from implementation partner IT Group, Cartwheel digitized donor records and automated accounting without needing an internal IT team. The switch eliminated duplicate records, halved budget review time, freed staff to analyze budgets and donation trends, and positioned the foundation to expand services using NetSuite Project Management and ecommerce.

Cartwheel Foundation

Pia Ortiz-Luis

Executive Director